See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,790 | $96,557-8.0% | $80,975+9.7% | $273,961-67.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.70% | 15.14%-3.4pp | 17.10%-5.4pp | 41.45%-29.8pp |
| Employer contribution / active EE | $7,865 | $4,868+61.6% | $3,714+111.7% | $4,869+61.5% |
| Participant deferral / active EE | $3,914 | $6,598-40.7% | $5,696-31.3% | $5,287-26.0% |
| Admin fee / account holder | $44,772 | $7,492+497.6% | $5,516+711.7% | $10,132+341.9% |